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How do I split a payment a customer has made into a partial refund and part donation?

 
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QuickBooks Team

How do I split a payment a customer has made into a partial refund and part donation?

I can walk you through in creating split payments, swansongs24. 

 

We can use the Check in recording the payment as a partial refund and Bank Deposit for the other half as a donation. After, we'll link them to the invoice to reduce the customer's balance. I'll show you how: 

 

Create a Check

  1. Select + New and click Check
  2. Select the customer you want to refund from the Payee ▼ drop-down.
  3. From the Payment account ▼ drop-down, select the bank account where you deposited the refund too.
  4. On the first line of the Category column, select Accounts Receivable.
  5. Enter how much you want to refund in the Amount field.
  6. Then, select Save and close.

Create a Bank Deposit 

  1. Still from the + New button select Bank deposit.
  2. Select the Bank account.
  3. Under the Received from column, select the customer's name. 
  4. Choose Accounts Receivable so we'll be able to link it to the invoice. 
  5. Enter the amount and then click Save and close

Link both transactions we just made by creating a payment. Click the +New button and then click the Receive payment option. Enter the customer's name and select the Invoice, Check and Deposit from the screen. Then, click Save and close

 

We can look into the customer's profile to check the balances. You might also want to reach out to an accountant to help us record these payments and which accounts we'll affect. 

 

Reach out to me if you need more help. Take care and keep safe!

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